About Me

I've worked in the financial services industry since 1997, starting at Putnam Investments.

I left Putnam to earn a Master of Business Administration with a concentration in investment management from Boston University where I was awarded membership in the Beta Gamma Sigma honors society.  After graduation, I worked with a firm that provided management consulting to the mutual fund and insurance industries.  

In 2003, I was recruited by RBC Dain Rauscher (later RBC Wealth Management).  Finally in October 2010, I left RBC Wealth Management to join the Principal Financial Group®.

I am dedicated to developing lasting relationships with all my clients.  I believe in helping you assess your financial goals and participate in the management of your finances.

I believe that one of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services.  The personalized program that I can provide is a roadmap to helping you work towards a more secure financial future.

I'm looking forward to using our expertise to help you pursue your financial goals.